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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,038 | $160,040-74.4% | $147,096-72.1% | $145,877-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.33% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,122 | $5,289-59.9% | $4,936-57.0% | $4,663-54.5% |
| Participant deferral / active EE | $2,543 | $8,429-69.8% | $8,071-68.5% | $6,691-62.0% |
| Admin fee / account holder | $895 | $15,050-94.1% | $13,005-93.1% | $13,402-93.3% |